Financial Services Professional
Company: Edward Jones
Location: Westfield
Posted on: October 3, 2024
Job Description:
About the RoleWe are seeking a highly skilled and motivated
Associate Financial Advisor to join our team at Edward Jones. As a
key member of our client team, you will work closely with our
Financial Advisors to provide personalized investment and financial
solutions to clients.Key Responsibilities
- Gather information and collect suitability to deeply understand
clients' and prospective clients' needs, priorities, and
concerns.
- Meet with clients regularly to track progress toward goals,
uncover additional assets, and adjust their strategy to ensure
their needs are met.
- Partner with other members of the clients' professional team to
help fully understand clients' goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation,
and changes to portfolio construction/investments, and make
recommendations to clients.
- Cultivate relationships with organizations and businesses to
maintain presence in the community and obtain referrals and new
business.Requirements
- High School Diploma/Equivalent required; Bachelor's degree
preferred.
- Series 7 and Series 66 required, if not currently registered,
registrations may be obtained at Edward Jones during the assigned
study period.
- At least 3-5 years of relevant experience in securities
industry preferred.
- FINRA licenses required within three months. State insurance
licenses required.About UsAt Edward Jones, we are building a place
where everyone feels like they belong. We're proud of our
associates' contributions to the firm and the recognitions we have
received. Join a financial services firm where your contributions
are valued.
Keywords: Edward Jones, Westport , Financial Services Professional, Accounting, Auditing , Westfield, Connecticut
Didn't find what you're looking for? Search again!
Loading more jobs...